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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

636 hedge funds and large institutions have $5.81B invested in Schwab U.S Small- Cap ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 286 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
12.87%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.05%
New
47
Increased
215
Reduced
286
Closed
32
Calls
$621K
Puts
$945K
Net Calls
-$324K
Net Calls Change
-$1.03M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.86B
2
FMP
2
Financial Management Professionals
Texas
$22.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$35.5M
4
Creative Planning
4
Creative Planning
Kansas
$39.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$36.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$184M
2
SEI Investments
2
SEI Investments
Pennsylvania
$268M
3
AG
3
Appleton Group
Wisconsin
$573K
4
FNC
4
First National Corp
Massachusetts
$0
5
KFC
5
Klingenstein Fields & Co
New York
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
126
Beacon Pointe Advisors
California
$3.76M -$1.24M -72,256 -25%
SWM
127
Sculati Wealth Management
Michigan
$3.76M -$35.3K -2,068 -0.9%
SWM
128
Southern Wealth Management
Texas
$3.74M +$893K +52,260 +31%
MSWMA
129
Market Street Wealth Management Advisors
Indiana
$3.73M +$92.4K +5,412 +3%
PP
130
PrairieView Partners
Minnesota
$3.7M -$68.5K -4,008 -2%
OFG
131
Omega Financial Group
California
$3.6M -$412K -24,104 -10%
FHB
132
First Hawaiian Bank
Hawaii
$3.59M – – –
GIA
133
Gladstone Institutional Advisory
Florida
$3.57M -$2.85M -167,068 -44%
BWM
134
BCS Wealth Management
Tennessee
$3.51M -$52.8K -3,092 -1%
NDSI
135
Newman Dignan & Sheerar Inc
Rhode Island
$3.34M -$14.6K -852 -0.4%
MWM
136
Mission Wealth Management
California
$3.34M -$129K -7,540 -4%
HWA
137
HHM Wealth Advisors
Tennessee
$3.32M +$162K +9,500 +5%
SWM
138
SeaCrest Wealth Management
New York
$3.25M +$73.2K +4,284 +2%
PS
139
Planned Solutions
California
$3.21M +$3.21M +187,816 New
PFM
140
Parsec Financial Management
North Carolina
$3.2M -$185K -10,812 -5%
CCA
141
Cobblestone Capital Advisors
New York
$3.12M -$866K -50,696 -22%
JIC
142
Johnson Investment Counsel
Ohio
$3.11M +$310K +18,124 +11%
GCP
143
Gill Capital Partners
Colorado
$3.09M -$13.9K -816 -0.4%
KCPG
144
Kavar Capital Partners Group
Kansas
$3.06M +$134K +7,848 +5%
CWM
145
Chesapeake Wealth Management
Virginia
$2.99M +$63.4K +3,712 +2%
CCM
146
Chilton Capital Management
Texas
$2.99M – – –
FAAS
147
First Allied Advisory Services
California
$2.97M -$269K -15,756 -8%
EW
148
Element Wealth
Mississippi
$2.94M -$296K -17,324 -9%
JWBC
149
John W. Brooker & Co
California
$2.92M +$116K +6,796 +4%
ABC
150
Associated Banc-Corp
Wisconsin
$2.89M +$56.6K +3,316 +2%
4 5
6
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